Institutional Ownership Ishares Esg Advanced Msci Em E (EMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Em E (EMXF). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 1.07 Million shares, which have been reported (via 13F filing form) to have a value of $50.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
8,613
shares
|
$404,724
0.11% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
7,894
shares
|
$370,939
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
7,864
shares
|
$369,529
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
7,133
shares
|
$335,179
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
7,058
shares
|
$331,655
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
6,766
shares
|
$317,934
0.12% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
6,552
shares
|
$307,878
0.02% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
6,389
shares
|
$300,219
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,445
shares
|
$255,860
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
5,345
shares
|
$251,161
0.04% of portfolio
|
Q3 2025
Reduced 50.75%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
5,080
shares
|
$238,709
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4,951
shares
|
$232,647
0.15% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
4,787
shares
|
$224,941
0.0% of portfolio
|
Q3 2025
Reduced 24.45%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
4,734
shares
|
$222,450
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
4,334
shares
|
$203,654
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,133
shares
|
$147,219
0.0% of portfolio
|
Q3 2025
Added 313200.0%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
2,877
shares
|
$135,190
0.02% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
2,567
shares
|
$120,623
0.01% of portfolio
|
Q4 2025
Added 13.48%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
2,209
shares
|
$103,800
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,168
shares
|
$101,874
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
1,933
shares
|
$90,831
0.05% of portfolio
|
Q4 2025
Reduced 2.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,254
shares
|
$58,925
0.0% of portfolio
|
Q2 2025
Added 795.71%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
582
shares
|
$27,348
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
210
shares
|
$9,867
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
172
shares
|
$8,082
0.0% of portfolio
|
Q1 2025
Reduced 24.23%
|
|